OVERDUE
20Verify tenant lease terms
TCConfirm insurance quote
JAKERequest revisions if errors found in closing statements
TITLERequest revisions if errors found in closing statements
TITLERequest revisions if errors found in closing statements
TITLESend copy of HUD to client for approval
TCSend copy of HUD to client for approval
TCSend copy of HUD to client for approval
TCOpen Escrow with Title
TITLECheck Folders and Working Files are Auto Created
TCVerify what inspections are needed
TCClarify items with Acquisitions to prepare for Seller Intro
TCMake a New Title Company Intro
TITLEMake a Seller Intro Email
SELLERMake a Seller Intro Call
SELLERConduct Initial Audit
TCRequest seller utility transfer info
TCCoordinate Mobile Notary if needed
TCConduct a Closing Statement Review
TCRequest copy of the Preliminary HUD
TITLEDUE TODAY
0None
UPCOMING 48H
0None
Waiting On (External Parties)
CriticalOpen Escrow with Title
TITLE
Due Apr 18
CriticalRequest copy of the Preliminary HUD
TITLE
Due Apr 22
CriticalSend Closing Reminder to Seller
BUYER
Due Apr 25
CriticalSend Closing Reminder to Buyer
BUYER
Due Apr 25
CriticalRequest copy of the Preliminary HUD
TITLE
Due May 5
CriticalSend Closing Reminder to Buyer
BUYER
Due May 8
CriticalSend Closing Reminder to Seller
BUYER
Due May 8
CriticalRequest copy of the Preliminary HUD
TITLE
Due May 27
CriticalConfirm buyer property insurance is bound
BUYER
Due May 29
CriticalSend Closing Reminder to Buyer
BUYER
Due May 30
CriticalSend Closing Reminder to Seller
SELLER
Due May 30
CriticalReceive and Review Title Commitment and confirm Clear to Close
TITLE
CriticalGet Inspection Results and Document Repairs Needed
INSPECTOR
CriticalConfirm buyer submitted Texas Pride application
BUYER
CriticalFollow up on title commitment
TITLE
CriticalReceive and Review Title Commitment and confirm Clear to Close
TITLE
CriticalFollow up on title commitment
TITLE
CriticalConfirm price redaction with Jake before dispo packet
JAKE
CriticalConfirm Earnest Money Receipt with title
TITLE
CriticalGet Inspection Results and Document Repairs Needed
INSPECTOR
Recent Activities
Apr 17
Stage Advanced3340 Soncy Rd
Deal advanced to CLOSING: CTC confirmed, closing scheduled for 2026-04-20 at Amarillo Title Co
Apr 17
DEAL UPDATED3340 Soncy Rd
CTC confirmed by title. Closing moved from 2026-04-15 to 2026-04-20 (5-day extension).
Apr 16
Doc Received1420 SW 3rd Ave
Document received: EMD Receipt
Apr 16
Deadline Resolved4821 Elm St
TITLE_COMMITMENT deadline resolved
Apr 16
Stage Advanced1420 SW 3rd Ave
Deal advanced from TITLE_ORDERED to CLEAR_TO_CLOSE
Apr 16
Stage Advanced4821 Elm St
Deal advanced to TITLE_ORDERED: All UC critical tasks complete, contract sent to title
Apr 16
Doc Received4821 Elm St
Document received: Executed Purchase Contract
Apr 16
TASK CREATED4821 Elm St
Ad-hoc task created: Confirm price redaction with Jake before dispo packet
Apr 16
Deal Opened999 Test Ave
New cash opened: 999 Test Ave, Amarillo TX
Apr 16
Note4821 Elm St
API route smoke test — all endpoints verified
Apr 16
Deal Opened5501 Canyon Dr
New fix flip opened: 5501 Canyon Dr, Amarillo TX
Apr 16
Deal Opened2244 Coulter St
New owner finance opened: 2244 Coulter St, Amarillo TX
Active Deals
7
7 total files
Closing This Week
0
Next 7 days
Overdue Deadlines
0
All on track
Deals by Type
7
Wrap/Sub-To (1)
Fix & Flip (1)
Owner Finance (2)
Wholesale (2)
Buy & Hold (1)
Task Completion Rate
51%
Completed (173)
Remaining (163)
Deadline Health
10
Overdue (10)
Closings – Next 30 Days
No closings in next 30 days
Avg Days per Stage
Under Contract
1
Title Ordered
1
Inspection
1
Appraisal
0
Clear to Close
2
Closing
1
Post-Closing
1